Adding Custom Procedures to Work Programmes - Cloud Audit (Mercia)
Follow these steps to add a custom Procedure to a Work Programme in the Cloud Audit (Mercia) template:
1. Select the pencil icon in the top-right to activate Edit View and use the three dots to Add Procedure:
You also have the option to add a new Procedure via the +:
2. Use the text fields provided to enter the description and an optional summary:
3. Use the tag icon to add assertions:
4. You can customise the Procedure settings by returning to the three dots on the left:
5. Ticking to Override the checklist settings provides additional response options, including amending the Response Type for the relevant information:
6. Once you are happy with your new Procedure, return to the pencil icon to exit Edit View:
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- Related template: CaseWare Cloud Audit Mercia
- Software platform: CaseWare Cloud